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Core AIRead onlyPublic guide

Report analysis

Explains reports, trends, and why profit and cash may not match.

What this skill does

Report analysis is one of the focused abilities your LeedBooks AI bookkeeping employee can use. It keeps the AI from behaving like a generic chat box and helps it work inside a specific bookkeeping lane.

Plan access
This skill is available on the Core AI plan. If it is locked in your account, the AI should explain what it does without exposing the data needed to run it.
01
Understand the request

The AI identifies the bookkeeping area you are asking about.

02
Use the right context

The skill gives the AI the specific data and behavior it needs.

03
Return useful work

The answer should explain findings, next steps, or prepared work.

When to use it

Ask why profit and cash moved differently.
Understand changes in income, expenses, or cash flow.
Get a plain-English readout before reviewing formal reports.

What it prepares

Reads available report context for the selected business.
Summarizes the likely drivers behind the numbers.
Separates accounting movement from cash movement when possible.

Approval control

This skill explains what it sees. It does not change the books.

LeedBooks is designed around prepared work and human approval. If a skill can affect records, rules, aliases, categories, payees, or close status, the result should be reviewable before it becomes final.

Next step

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